We Alliance Wealth Advisors, Inc.

We Alliance Wealth Advisors, Inc. (CRD# 175405) is a financial advisory firm headquartered in Sacramento, CA. They manage $95,000,000 in 500 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    95
    MILLION
  • Total Number of Accounts
    500
    ACCOUNTS
  • Average Account Value
    $190,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at We Alliance Wealth Advisors, Inc.
Showing 1 - 10 of 14 top financial advisors.
1
Angelica L. Castrejon
CRD#: 4078332
2601 K St., Sacramento, CA 95816
93
Wealthminder
score

Angelica Castrejon (CRD# 4078332) is an Investment Advisor Representative working at We Alliance Wealth Advisors, Inc. in Sacramento, CA and has over 17 years of experience in the finance industry.

2
Brian D. Hinton
CRD#: 2767287
Elk Grove, CA
93
Wealthminder
score

Brian Hinton (CRD# 2767287) is an Investment Advisor Representative working at We Alliance Wealth Advisors, Inc. in Elk Grove, CA and has over 10 years of experience in the finance industry.

3
Geanine L. Hodges
CRD#: 2305302
Sacramento, CA
93
Wealthminder
score

Geanine Hodges (CRD# 2305302) is an Investment Advisor Representative working at We Alliance Wealth Advisors, Inc. in Sacramento, CA and has over 24 years of experience in the finance industry.

4
Robert Cardon
CRD#: 6653323
2601 K St., Sacramento, CA 95816
90
Wealthminder
score

Robert Cardon (CRD# 6653323) is an Investment Advisor Representative working at We Alliance Wealth Advisors, Inc. in Sacramento, CA and has 1 year of experience in the finance industry.

5
Daniel Ferreira
CRD#: 6646280
2601 K St., Sacramento, CA 95816
90
Wealthminder
score

Daniel Ferreira (CRD# 6646280) is an Investment Advisor Representative working at We Alliance Wealth Advisors, Inc. in Sacramento, CA and has 1 year of experience in the finance industry.

6
Karyn A. Dirkse
CRD#: 6604149
Rocklin, CA
87
Wealthminder
score

Karyn Dirkse (CRD# 6604149) is an Investment Advisor Representative working at We Alliance Wealth Advisors, Inc. in Rocklin, CA and has 1 year of experience in the finance industry.

7
Tighe J. Hammam
CRD#: 6604144
3301 Chenu Ave., Sacramento, CA 95821
87
Wealthminder
score

Tighe Hammam (CRD# 6604144) is an Investment Advisor Representative working at We Alliance Wealth Advisors, Inc. in Sacramento, CA and has 1 year of experience in the finance industry.

8
Gail K. Harrison
CRD#: 6604142
Roseville, CA
87
Wealthminder
score

Gail Harrison (CRD# 6604142) is an Investment Advisor Representative working at We Alliance Wealth Advisors, Inc. in Roseville, CA and has 1 year of experience in the finance industry.

9
Brigida G. Palaruan
CRD#: 6604811
Sacramento, CA
87
Wealthminder
score

Brigida Palaruan (CRD# 6604811) is an Investment Advisor Representative working at We Alliance Wealth Advisors, Inc. in Sacramento, CA and has 1 year of experience in the finance industry.

10
Tod M. Todd
CRD#: 6604147
Auburn, CA
87
Wealthminder
score

Tod Todd (CRD# 6604147) is an Investment Advisor Representative working at We Alliance Wealth Advisors, Inc. in Auburn, CA and has 1 year of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.